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Retirement Account Applications

To open a retirement account, download the appropriate PDF application and/or transfer forms from the links below. If you would like, we can also send you an application by mail. You can also open a new Traditional or Roth IRA account online*.

Individual Traditional and Roth IRAs / SEP-IRAs

Open a new Traditional or Roth IRA or participate in your employer’s SEP-IRA plan (please confirm with your employer than a plan has been set up): IRA Application and Adoption Agreement

Transfer assets from a non-Domini IRA or other retirement plan to a new or existing Domini IRA (If transferring to a new Domini IRA, you must attach an IRA Application):

Please read: IRA Disclosure Statement and Custodial Agreement

SIMPLE IRAs

Participate in your employer’s SIMPLE IRA plan (please confirm with your employer than a plan has been set up): SIMPLE IRA Application (You must attach a copy of your employer’s SIMPLE IRA Adoption Agreement)

Transfer assets from a non-Domini SIMPLE IRA plan to a new or existing Domini SIMPLE IRA (if transferring to a new SIMPLE IRA, you must attach a SIMPLE IRA Application):

Please read: SIMPLE IRA Disclosure Statement and Custodial Agreement

Roth IRA Conversions

Convert a Traditional, SEP or SIMPLE IRA to a new or existing Domini Roth IRA (if converting to a new Roth IRA, you must attach an IRA application):